Markowski Investments Makes New $8.31 Million Investment in Microsoft Corporation $MSFT

Markowski Investments acquired a new position in shares of Microsoft Corporation (NASDAQ:MSFT) in the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm acquired 22,269 shares of the software giant’s stock, valued at approximately $8,307,000. Microsoft makes up approximately 1.8% of Markowski Investments’ portfolio, making the stock its 19th largest holding.

Several other hedge funds and other institutional investors have also modified their holdings of MSFT. Old Mission Investment Co LLC bought a new position in shares of Microsoft during the 2nd quarter valued at $6,500,000. Montgomery Financial Services LLC bought a new position in Microsoft during the second quarter valued at about $26,000. OceanIQ Capital LLC bought a new position in Microsoft during the second quarter valued at about $6,348,000. Highland Investment Advisors LLC acquired a new stake in shares of Microsoft in the second quarter worth about $1,542,000. Finally, Outlook Capital Management LLC bought a new stake in shares of Microsoft during the 2nd quarter worth about $8,106,000. 71.13% of the stock is currently owned by hedge funds and other institutional investors.

Microsoft News Roundup

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft delivered a strong fiscal first quarter, with revenue of $92.28 billion and EPS of $4.89, both above expectations. Azure revenue surged 48%, while Microsoft Cloud revenue rose 30%, reinforcing the view that AI demand is translating into meaningful cloud growth. Microsoft Earnings Expose a Growing Divide in the Magnificent 7 AI Trade
• Positive Sentiment: Management issued second-quarter revenue guidance of $96.0 billion to $97.1 billion, above the $95.7 billion consensus estimate. Analysts responded with multiple price-target increases, including targets of $630 to $680, and Wolfe Research upgraded the stock to “strong buy.”
• Positive Sentiment: Microsoft’s strong cash generation and diversified enterprise business continue to distinguish it from rivals facing sharper cash-flow concerns. Analysts argue that Azure, Copilot, AI agents and Microsoft’s security products provide several ways to monetize AI. The expanded Estée Lauder partnership, which will extend Copilot to more than 14,000 employees, offers another example of enterprise adoption. Estée Lauder and Microsoft Strategic Partnership
• Neutral Sentiment: Microsoft’s voluntary exit offer for approximately 60,000 employees may improve productivity and redirect resources toward AI, but it also highlights a significant restructuring as the company shifts toward more automated, equipment-intensive operations. Microsoft’s 60,000-Person Buyout Offer
• Negative Sentiment: Investors remain concerned about Microsoft’s capital intensity. The company plans roughly $170 billion of AI-related capital spending, while also arranging a $25 billion bond sale—the first major U.S. debt offering since 2017—to fund its buildout. Rising borrowing costs increase scrutiny of future AI returns. Microsoft Plans to Raise $25 Billion in Debt
• Negative Sentiment: Quarterly capital spending was below analyst expectations because third-party AI-chip and data-center capacity was delayed, pushing some capacity into the first half of 2027. While management described this as a supply issue rather than weaker demand, the miss hurt AI infrastructure suppliers and revived concerns about the pace of expansion.
• Negative Sentiment: Microsoft’s cloud gross margin is reportedly narrowing as chip, power, data-center and labor costs rise. With the Nasdaq 100 down sharply during October amid fears of an AI spending bubble, investors are demanding proof that Microsoft’s large backlog will convert into profitable cash flow—not merely future revenue.

Insider Activity at Microsoft

In related news, CEO Satya Nadella sold 86,525 shares of the company’s stock in a transaction on Tuesday, September 1st. The shares were sold at an average price of $501.46, for a total transaction of $43,388,826.50. Following the completion of the transaction, the chief executive officer directly owned 486,763 shares in the company, valued at $244,092,173.98. This represents a 15.09% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Judson Althoff sold 10,000 shares of the stock in a transaction on Wednesday, August 5th. The shares were sold at an average price of $487.89, for a total transaction of $4,878,900.00. Following the completion of the sale, the chief executive officer directly owned 100,447 shares of the company’s stock, valued at approximately $49,007,086.83. This trade represents a 9.05% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders have sold 150,314 shares of company stock worth $75,404,992. Insiders own 0.03% of the company’s stock.

Microsoft Stock Performance

MSFT opened at $521.91 on Friday. The firm has a market capitalization of $3.88 trillion, a P/E ratio of 27.24, a price-to-earnings-growth ratio of 1.66 and a beta of 1.10. The stock’s 50 day moving average price is $512.91 and its two-hundred day moving average price is $438.43. The company has a quick ratio of 1.22, a current ratio of 1.22 and a debt-to-equity ratio of 0.07. Microsoft Corporation has a 12-month low of $349.20 and a 12-month high of $551.15.

Microsoft (NASDAQ:MSFT) last issued its quarterly earnings results on Wednesday, October 28th. The software giant reported $4.89 EPS for the quarter, topping the consensus estimate of $4.72 by $0.17. Microsoft had a return on equity of 31.28% and a net margin of 41.17%. The company had revenue of $92.28 billion for the quarter, compared to the consensus estimate of $90.62 billion. During the same period in the previous year, the business posted $4.13 EPS. The company’s revenue for the quarter was up 18.8% on a year-over-year basis. On average, equities analysts forecast that Microsoft Corporation will post 19.71 earnings per share for the current year.

Microsoft Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, December 10th. Stockholders of record on Thursday, November 19th will be paid a $0.98 dividend. The ex-dividend date is Thursday, November 19th. This is a positive change from Microsoft’s previous quarterly dividend of $0.91. This represents a $3.92 annualized dividend and a dividend yield of 0.8%. Microsoft’s dividend payout ratio is 20.46%.

Wall Street Analyst Weigh In

A number of brokerages recently weighed in on MSFT. Cantor Fitzgerald raised their price objective on Microsoft from $608.00 to $630.00 and gave the company an “overweight” rating in a research note on Thursday. Raymond James Financial set a $650.00 target price on Microsoft in a research report on Thursday. Griffin Securities downgraded Microsoft from a “buy” rating to a “neutral” rating in a report on Thursday. Truist Financial reiterated a “buy” rating and set a $630.00 price target (up from $600.00) on shares of Microsoft in a report on Thursday. Finally, Deutsche Bank Aktiengesellschaft reissued a “buy” rating and issued a $600.00 price target on shares of Microsoft in a research report on Monday, October 12th. One investment analyst has rated the stock with a Strong Buy rating, forty-five have issued a Buy rating and four have issued a Hold rating to the stock. According to data from MarketBeat, Microsoft has an average rating of “Moderate Buy” and a consensus price target of $609.54.

Microsoft Company Profile

Microsoft Corporation (NASDAQ:MSFT) is a global technology company that develops software, cloud services, devices and digital platforms. Its products and services are used by consumers, businesses, governments and educational institutions worldwide.

The company’s principal offerings include the Windows operating system; Microsoft 365 productivity applications such as Word, Excel, Teams and Outlook; Azure cloud computing and infrastructure services; Dynamics business applications; and enterprise security solutions.